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About

Users of Alma and Primo need accounts set up in the system to perform tasks.  This project will create an automated process to export new, updated, and expired users from PeopleSoft to Alma on a regular basis.  Doing this systemwide allows us to streamline the process and standardize the data as much as possible.  It also allows us to coordinate this work with the related task of setting up authentication in Alma and Primo.

The Chancellor's Office CMS group has developed an app engine (read: batch script) that campus PeopleSoft groups can enable to automate the extract of user data from PeopleSoft to Alma.  

Issues

See Known Issues for common problems.

Major Milestones

StageComplete ByStatusMeet with CO CMS and Identity Management group to discuss project

 

StatuscolourGreentitleCompletedMeet with vanguard campuses (Fresno, San Jose, Northridge) to discuss project

 

StatuscolourGreentitleCompletedVanguard campuses create sample scripts to inform CMS design

 

StatuscolourGreentitleCompletedReview survey of libraries' needs regarding parton load

 

StatuscolourGreentitleCompletedDeliver draft requirements document and sample code from vanguard campuses to CMS

 

StatuscolourGreentitleCompletedCreate Access Services taskforce to standardize patron types and expiry date

 

StatuscolourGreentitleCompletedFinal requirements document delivered to CO CMS

 

StatuscolourGreentitleCompleted

CO CMS develops initial export process

 

StatuscolourGreentitleCompletedBegin testing of CO-developed patron extract with pilot (= vanguard) campuses

 

StatuscolourGreentitleCompletedTesting and feedback

 

StatuscolourGreentitleCompletedCMS Development updates 
StatuscolourGreentitleCompletedGeneral release to campuses

 

StatuscolourGreentitleCompletedAll Alma instances configured to pick up files (test)

 

StatuscolourGreentitleCompletedAll Alma instances configured to pick up files (prod)

StatuscolourGreentitleCompletedCampuses complete configuration and testing of app engine

 

StatuscolourGreentitleCompletedAll Alma instances scheduled for daily pick-up

 

StatuscolourGreentitleCompleted

Project Team


RoleName
Project lead

David Walker

Chancellor's Office Contacts

Darlene Daclan (AA Business Sys Dir)
ddaclan@calstate.edu

John Horton (Stdnt Admin Sr Tech Dev)
mtrullinger@calstate.edu

Barbara Gal (Project Manager)
bgal@calstate.edu


PeopleSoft Guides

Background Documentation:

Meetings

Project Team

RoleNameProject leads

Ian Chan (Unlicensed); David Walker

Chancellor's Office Contacts

Darlene Daclan (AA Business Sys Dir)
ddaclan@calstate.edu

John Horton (Stdnt Admin Sr Tech Dev)
mtrullinger@calstate.edu

Barbara Gal (Project Manager)
bgal@calstate.edu

Ex Libris Contacts

Dolph Chaney (Project Manager)
Dolph.Chaney@exlibrisgroup.com

Informed / Other Stakeholdersbrandon dudley (Unlicensed), Lauren Magnuson (Unlicensed

Campus contact


CampusPS AreaContactEmailTelephone
Bakersfield
Brian Chenbchen@csub.edu661-654-2538
Channel Islands
Shawn Bochatshawn.bochat961@csuci.edu805-4373224
Chico
Beth Kissingerbkissinger@csuchico.edu,530-898-5007
Dominguez Hills
Bill Changbchang@csudh.edu310-243-2369
East Bay
Kent McKinneykent.mckinney@csueastbay.edu510-885-3574
Fresno
John Wagenleitnerjohnwa@csufresno.edu
Fullerton
Ramesh Purohitrpurohit@fullerton.edu
Humboldt
Melinda SwankMelinda.Haynes.Swank@humboldt.edu
Long Beach
Nadia Vargo Nadia.Vargo@csulb.edu562-985-8715
Los AngelesHRMJerry WongJWong4@cslanet.calstatela.edu
Los AngelesRegistrarLai Leunglleung@calstatela.edu
Maritime Academy
Gopaal Chandrasevkarangopaal@csum.edu707-654-1729
Monterey Bay
IN-PROCESS

Moss Landing
N/A

Northridge
Sondra BaierSondra.baier@csun.edu
PomonaPeopleSoftPatricio Beltranpbeltran@cpp.edu9098692238
PomonaIdentity Management David Drivdahldavidd@cpp.edu9099796372
Sacramento
Marc Foxfoxm@skymail.csus.edu
San BernadinoHRMRon Rodriguezrrodrigu@csusb.edu9095377261
San BernadinoRegistrarLenora Rodgerslenora@csusb.edu9095377264
San Diego
N/A

San Francisco
Bernie Brownbbrownsf@sfsu.edu4153382449
San Jose
Yogalakshmi(Yoga) Periasamyyogalakshmi.periasamy@sjsu.edu4089242305
San Luis Obispo
IN-PROCESS

San Marcos
Michael C. Sullivanmsulliva@csusm.edu7607504711
Sonoma
Erica Klaftererica.klafter@sonoma.edu
Stanislaus
Corey Cardozaccardoza@csustan.edu2096673731

Possible Future Enhancements

  • Skip students with multiple plans that have the same sequence number and log the error.

  • Better mapping for non-state-side employees

  • Expiration dates for faculty/staff, when known (particularly for visiting scholars)

    • If a student shows enrollment and has a future effective dated program stack, then exclude the student from the extract
    20966737